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This form takes about 10 minutes to fill in. We do need all these details to give you an accurate quote. If all you want is a rough idea of our pricing, please click here to see some examples.

Name*

First Last

Email*

Daytime Phone*

Company Website

The website of the company above, if you have one, with http:// or https:// in front.

Business Description

Please briefly describe what your business does.

Why are you looking for a bookkeeping service?

New business, want to start out with good bookkeeping

Current bookkeeper is too busy, too slow to respond

Current bookkeeper is leaving or retiring

Current bookkeeper won't use newer cloud apps

We want to use cloud accounting apps and want help transitioning our systems

We have managed our books internally but need more expertise

We have managed our books internally but want to free up that person's time

Current service is expensive and we're hoping to reduce costs

Other

Please select all that apply.

Please explain why you are looking for a new bookkeeper?

How many legal entities are involved?*

Another way to ask this is how many tax returns do you file with the CRA? If you have one incorporated business then it's 1. If you have one incorporated business with several trade or operating names, it's still 1. If you have two businesses running under one sole proprietorship then it's 1. If you have two corporations and a trust then it's 3 legal entities.

Company Name*

The principal operating name of your largest company by revenue.

Multiple legal entity details

Please list the companies by name and clarify which are operating companies with many monthly transactions vs holding companies with few monthly transactions. For the later questions about transactions volumes, provide amounts for all your companies combined.

Province

Province of business or headquarters

What level of service do you need? How often and how fast do you need your reports?*

Monthly bookkeeping - Standard timing (30 days)

Monthly bookkeeping - Fast turnaround (approx 10 days)

Quarterly bookkeeping

Semi annual bookkeeping (every 6 months)

Annual bookkeeping

Fast turnaround adds 25% to your total monthly cost and the delivery is dependent on when your monthly statements and key data are available to us or the agreements we make around how to handle a cut off date.

Are quarterly review meetings with your bookkeeper good, or do you want monthly?*

Quarterly review meetings

Monthly review meetings

Do you need us to help you get caught up on your bookkeeping or are you up to date? Please answer the following questions to let us know.

How many months of historical data do we need to import, categorize and reconcile? Enter 0 for none.*

If your books are up to date in your accounting software and we don't need to reconcile any historical data enter 0. If you have 9 months of bookkeeping data you need us to enter or import and reconcile then enter the number 9.

Are the number of bank and credit card transactions per month for the catch-up period similar to what you expect in the future or do you expect there to be a change?*

The past and the future are going to be pretty much the same

The future will be different from the past

If, in the past, you had 200 transactions per month, but you just added a new line of business and going forward you will have 300 then select that the past and future will be different.

The following questions pertain to the past, to the catch-up period. We will ask you about the future afterward.

How many bank accounts do you need us to reconcile?*

What is the average # of transactions/month across all bank accounts for the catch up period?*

How many of the above average transactions/month for the catch up period can be batch processed because the source or description is the same?

For example, if you have 100 transactions per month and 30 of them come from Stripe, then enter 30 here.

How many of the above average transactions/month for the catch up period need to be split across multiple accounts or categories?

For example, if you have 100 transactions per month and 10 of them require splitting, then enter 10 here. This is sometimes needed when a single deposit transaction contains several cheques that need to categorized differently, or when a single payment is made that needs to be split across several expense accounts.

How many credit card accounts do you need us to reconcile?*

What is the average # of transactions/month across all credit card accounts for the catch up period?*

Do you have other accounts to be reconciled like PayPal, Stripe? (in the past)*

None

Yes I have other accounts

Do you have any other transaction accounts other than your bank and credit cards? If you sell online this might include a payment provider like Paypal, Shopify or Stripe. It might include a payment app like Apple Pay or Google Wallet if those transactions don't automatically appear on your credit card.

How many additional accounts like PayPal, Stripe etc. do you want us to reconcile?

Please enter the names of other transaction accounts, separated by commas

PayPal, Stripe, Shopify etc

What is the average # of transactions/month across all of the above other accounts for the catch up period?

i.e. If Paypal is 50/mo and Stripe is 40/mo then enter 90 as it is the sum of 50 and 40.

The following questions pertain to your expectations of the present and future.

How many bank accounts do you need us to reconcile?*

What is the average # of transactions/month across all bank accounts you expect looking forward?*

How many of the above average bank transactions/month can be batch processed because the source or description is the same?

For example, if you have 100 transactions per month and 30 of them come from Stripe, then enter 30 here.

How many of the above average bank transactions/month need to be split across multiple accounts or categories?

How many credit card accounts do you need us to reconcile?*

What is the average # of transactions/month across all credit card accounts you expect looking forward?*

Do you have other accounts to be reconciled like PayPal, Stripe?*

None

Yes I have other accounts

How many additional accounts like PayPal, Stripe etc. do you want us to reconcile?

Please enter the names of other transaction accounts, separated by commas

PayPal, Stripe, Shopify etc

What is the average # of transactions/month across all of the above other accounts you expect looking forward?

i.e. If Paypal is 50/mo and Stripe is 40/mo then enter 90 as it is the sum of 50 and 40.

Do require any manual adjusting journal entries each month? How many?

This is typically required to split out revenue across accounts based on a report from a POS system, or to split out expenses based on a report (media spending for an agency).

Please describe the adjusting entries and how long it takes you to do them now if you do them?

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